A plan for today, tomorrow and generations to come

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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Remembering Peter Gundy

In memoriam

We are deeply saddened by the loss of our colleague, friend, and mentor Peter Gundy. As those who knew him can attest, his personality was larger than life and he was the ultimate "people-person". Peter served in the financial services industry for over 40 years guiding clients, fellow advisors, and associates alike. Peter's legacy will live on each and every day with his team.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Jason Murdock

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WY
Jason began his career in 1994 at Merrill Lynch where in 1995, he was named Financial Advisor Rookie of the Year. Jason has spent his career fostering relationships with his clients and developing investment strategies to help them preserve their wealth and transfer it to future generations. He knows this trust has been built on years of actively listening to his clients’ needs. Jason works best when being proactive and keeps abreast of both industry and world events that may impact clients.

Jason and his wife Lisa enjoy traveling and spending time with their children and grandchildren.

Credentials: Series 7, 63, 65, and 31 securities licenses, insurance licenses

California Insurance License Number 0F66813
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

jason.murdock@ubs.com

Jason Murdock

8801 River Crossing Blvd,Indianapolis,IN,46240
Darin Etchison

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Prior to joining UBS Wealth Management in 2016, Darin’s career was spent at Merrill Lynch where he joined the industry in 1992. Darin is a portfolio manager who has a disciplined and service-oriented approach that enables him to help clients make well-informed decisions in order to tailor wealth management strategies to clients’ individual goals.

Darin serves as a board member of the Simon Youth Foundation and also serves the youth in his community through coaching basketball and various philanthropic events.

Darin and his wife Jenine live in Carmel and have three sons. The eldest two have graduated from Purdue University while his youngest son is currently a student at Purdue.

Credentials: Series 7, 63, 65, and 31 securities licenses, insurance licenses

California Insurance License Number 0F66806
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

darin.etchison@ubs.com

Darin Etchison

8801 River Crossing Blvd,Indianapolis,IN,46240
Rachel Orlando, CFP

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WY
Rachel began her career in the financial services industry in 1998 and joined UBS Financial Services in 2016. Rachel believes that planning is an essential component as she assists clients in articulating their goals, implementing strategies and preparing for the unexpected. This is particularly important to her as she herself dealt with the passing of her father and saw firsthand how important it is to be financially prepared for life’s unexpected challenges.

Rachel is a CERTIFIED FINANCIAL PLANNER® professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Her vast knowledge working with clients has enabled her to build long lasting relationships, Her greatest reward is when clients realize the goals they set out to achieve.

Rachel and her husband Dominic reside in Carmel and have twin sons, who keep her busy with their involvement in multiple sports. She is a member and has served as treasurer of the Northside Twins and Multiples Club.

Credentials: CFP®, Series 7 and 66 securities licenses, insurance licenses

California Insurance License Number 0K97313
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

rachel.orlando@ubs.com

Rachel Orlando, CFP

8801 River Crossing Blvd,Indianapolis,IN,46240
Jynene Fry

Authorized Officer

Senior Registered Client Associate
View bio
- DC
- FL
- IL
- IN
- MI
- NY
Jynene has always loved helping others. Whether it was as Cookie Mom of her daughter’s Girl Scout troop or treasurer of her son’s travel soccer team, she has always found a way to serve.

Jynene joined the financial services industry in 1998 after seven years in customer service in the insurance industry. She feels most at home taking care of others and has been serving the team’s clients since 2001. She also currently serves as a branch coach, keeping up on the latest changes and developments within the firm, being a resource to others and training new hires.

Jynene is an avid reader and lives in Westfield with her husband Mike. Both their daughter and son attend Indiana University.

Credentials: Series 7, 63, 65
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

jynene.fry@ubs.com

Jynene Fry

8801 River Crossing Blvd,Indianapolis,IN,46240
Toni Nevitt

Senior Registered Client Associate
View bio
- FL
- IL
- IN
- NC
Toni is our newest team member. She began her career in the financial services industry in 2000 and joined UBS Financial Services in 2021. She thoroughly enjoys her role and takes pride in serving clients and providing quality care in addressing their needs.

Toni grew up in Jasper, Indiana and graduated from the University of Southern Indiana. She has two awesome boys (the oldest is in the Navy). She enjoys working out at Orangetheory Fitness and volunteering wherever she is needed.

Credentials: Series 7, 63, 65
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

toni.nevitt@ubs.com

Toni Nevitt

8801 River Crossing Blvd,Indianapolis,IN,46240

Jason Murdock

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WY
Jason began his career in 1994 at Merrill Lynch where in 1995, he was named Financial Advisor Rookie of the Year. Jason has spent his career fostering relationships with his clients and developing investment strategies to help them preserve their wealth and transfer it to future generations. He knows this trust has been built on years of actively listening to his clients’ needs. Jason works best when being proactive and keeps abreast of both industry and world events that may impact clients.

Jason and his wife Lisa enjoy traveling and spending time with their children and grandchildren.

Credentials: Series 7, 63, 65, and 31 securities licenses, insurance licenses

California Insurance License Number 0F66813
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

jason.murdock@ubs.com

Jason Murdock

8801 River Crossing Blvd,Indianapolis,IN,46240
Darin Etchison

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Prior to joining UBS Wealth Management in 2016, Darin’s career was spent at Merrill Lynch where he joined the industry in 1992. Darin is a portfolio manager who has a disciplined and service-oriented approach that enables him to help clients make well-informed decisions in order to tailor wealth management strategies to clients’ individual goals.

Darin serves as a board member of the Simon Youth Foundation and also serves the youth in his community through coaching basketball and various philanthropic events.

Darin and his wife Jenine live in Carmel and have three sons. The eldest two have graduated from Purdue University while his youngest son is currently a student at Purdue.

Credentials: Series 7, 63, 65, and 31 securities licenses, insurance licenses

California Insurance License Number 0F66806
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

darin.etchison@ubs.com

Darin Etchison

8801 River Crossing Blvd,Indianapolis,IN,46240
Rachel Orlando, CFP

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WY
Rachel began her career in the financial services industry in 1998 and joined UBS Financial Services in 2016. Rachel believes that planning is an essential component as she assists clients in articulating their goals, implementing strategies and preparing for the unexpected. This is particularly important to her as she herself dealt with the passing of her father and saw firsthand how important it is to be financially prepared for life’s unexpected challenges.

Rachel is a CERTIFIED FINANCIAL PLANNER® professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Her vast knowledge working with clients has enabled her to build long lasting relationships, Her greatest reward is when clients realize the goals they set out to achieve.

Rachel and her husband Dominic reside in Carmel and have twin sons, who keep her busy with their involvement in multiple sports. She is a member and has served as treasurer of the Northside Twins and Multiples Club.

Credentials: CFP®, Series 7 and 66 securities licenses, insurance licenses

California Insurance License Number 0K97313
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

rachel.orlando@ubs.com

Rachel Orlando, CFP

8801 River Crossing Blvd,Indianapolis,IN,46240
Jynene Fry

Authorized Officer

Senior Registered Client Associate
View bio
- DC
- FL
- IL
- IN
- MI
- NY
Jynene has always loved helping others. Whether it was as Cookie Mom of her daughter’s Girl Scout troop or treasurer of her son’s travel soccer team, she has always found a way to serve.

Jynene joined the financial services industry in 1998 after seven years in customer service in the insurance industry. She feels most at home taking care of others and has been serving the team’s clients since 2001. She also currently serves as a branch coach, keeping up on the latest changes and developments within the firm, being a resource to others and training new hires.

Jynene is an avid reader and lives in Westfield with her husband Mike. Both their daughter and son attend Indiana University.

Credentials: Series 7, 63, 65
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

jynene.fry@ubs.com

Jynene Fry

8801 River Crossing Blvd,Indianapolis,IN,46240
Toni Nevitt

Senior Registered Client Associate
View bio
- FL
- IL
- IN
- NC
Toni is our newest team member. She began her career in the financial services industry in 2000 and joined UBS Financial Services in 2021. She thoroughly enjoys her role and takes pride in serving clients and providing quality care in addressing their needs.

Toni grew up in Jasper, Indiana and graduated from the University of Southern Indiana. She has two awesome boys (the oldest is in the Navy). She enjoys working out at Orangetheory Fitness and volunteering wherever she is needed.

Credentials: Series 7, 63, 65
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

toni.nevitt@ubs.com

Toni Nevitt

8801 River Crossing Blvd,Indianapolis,IN,46240

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

Get involved

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

A plan for today, tomorrow and generations to come

Remembering Peter Gundy

In memoriam

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Pursuing your goals together

Jason Murdock

Darin Etchison

Rachel Orlando, CFP

Jynene Fry

Toni Nevitt